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David F. Mraz
​Chief Investment Officer/Owner

Employee Since:	2007
Financial Experience:	44 Years
Education:	BS (Economics), Santa Clara University
	MBA (Finance), Santa Clara University
Credentials/Licenses:	Series 65
Areas of Expertise:	Securities Research and Analysis
	Custom Portfolio Construction and Management
Community Involvement:	Financial Advisor Central Catholic High School Foundation
	Financial Advisor Stanislaus Community Foundation

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Gloria Divanian Mraz, CPA
Chief Financial Officer/Owner

Employee Since:	2008
Financial Experience:	31 Years
Education:	BS (Business), Santa Clara University
Credentials/Licenses:	Certified Public Accountant (CPA)
Areas of Expertise:	Individual Taxation
	Estate Planning
	Estate and Trust Taxation
Community Involvement:	Past President Stanislaus County Estate Planning Council

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Deidre Mraz Johnson
​Chief Compliance Officer/Owner

Employee Since:	2008
Financial Experience:	10 Years
Education:	BS (Economics), Santa Clara University
	BS (Business), Santa Clara University
Credentials/Licenses:	Series 65
Community Involvement:	Founding Board Member Modesto Boys & Girls Club
	Board of Trustees Gallo Center
	Former President Santa Clara Central Valley Alumni Association

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Michelle Gervase
Customer Service Manager

Employee Since:	2007
Financial Experience:	30 years
Community Involvement:	Volunteer Friends of Hospice
	Leadership Modesto (Class of 2011)

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Benjamin O. Johnson

Employee Since:	2014
Financial Experience:	15 Years
Education:	BA (Ecology), University of Oregon
	MBA (Finance), Thunderbird School of Global Management
Credentials/Licenses:	Series 65
Areas of Expertise:	Investment Banking
	Commercial Banking
	Commercial Real Estate Capitalization and Valuation

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Barkley O. Johnson
Goldendoodle

Employee Since:	2010
Education:	Obedience School Dropout
Areas of Expertise:	Greeting Clients
	Begging
	Power Walking

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